WCM

Weld Capital Management Portfolio holdings

AUM $98.8M
1-Year Est. Return 52.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+52.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$546M
AUM Growth
+$1.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,121
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$4.27M
3
+$3.61M
4
COP icon
ConocoPhillips
COP
+$3.45M
5
LNT icon
Alliant Energy
LNT
+$3.28M

Top Sells

1
+$3.37M
2
+$2.97M
3
+$2.75M
4
META icon
Meta Platforms (Facebook)
META
+$2.75M
5
AZPN
ASPEN TECHNOLOGY INC
AZPN
+$2.72M

Sector Composition

1 Technology 17.92%
2 Financials 14.79%
3 Consumer Discretionary 14.76%
4 Industrials 10.53%
5 Real Estate 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
– –
-77,046
1102
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-26,697
1103
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-26,981
1104
– –
-36,817
1105
– –
-34,113
1106
– –
-67,353
1107
– –
-1,578
1108
– –
-3,423
1109
– –
-5,286
1110
– –
-36,525
1111
– –
-4,850
1112
– –
-13,355
1113
– –
-2,816
1114
– –
-9,633
1115
– –
-2,990
1116
– –
-10,269
1117
– –
-22,614
1118
– –
-17,455
1119
– –
-33,260
1120
– –
-10,908
1121
– –
-18,689
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